FURP.ORG / PUBLIC DATA EXPLORER

LAROCHE FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAROCHE FAMILY FOUNDATION (EIN 71-0944751)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202231339349102513
Schema version
2021v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T15:11:50-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLAUDIA H SHERER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11907 WINDSOR STREETAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37130ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710944751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAROCHE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAROBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12103 SHANNON DRIVEAddressLine1Txt
CityMurfreesboroCityNm
State AbbreviationTNStateAbbreviationCd
ZIP371291334ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLORIA LAROCHEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6153904911PhoneNum
Signature2022-05-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGLORIAPersonFirstNm
Person LastLAROCHEPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCLAUDIA H SHERER CPreparerPersonNm
PTINP00313113PTIN
Phone6158961030PhoneNum
Preparation2022-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$686,945FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$612,493ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15,737InterestOnSavRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss-$640NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$564,183GrossSalesPriceAmt
Total Rev And Expnss$627,590TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$737AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$737AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$737AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$224InterestRevAndExpnssAmt
Interest Net Invst Incm$224InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$224InterestDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$961TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$961TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$961TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$437,307ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$437,307ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$438,268TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$961TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$438,268TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$189,322ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$35,919CashBOYAmt
Cash EOY$133,820CashEOYAmt
Cash EOYFMV$133,820CashEOYFMVAmt
Acct Rcvbl$585AcctRcvblAmt
Acct Rcvbl BOY$3,528AcctRcvblBOYAmt
Acct Rcvbl EOY$585AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$585AcctRcvblEOYFMVAmt
Corporate Stock BOY$532,228CorporateStockBOYAmt
Corporate Stock EOY$579,754CorporateStockEOYAmt
Corporate Stock EOYFMV$552,540CorporateStockEOYFMVAmt
Total Assets BOY$499,837TotalAssetsBOYAmt
Total Assets EOY$714,159TotalAssetsEOYAmt
Total Assets EOYFMV$686,945TotalAssetsEOYFMVAmt
Loans From Officers EOY$25,000LoansFromOfficersEOYAmt
Total Liabilities EOY$25,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$499,837RetainedEarningBOYAmt
Retained Earning EOY$689,159RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$499,837TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$689,159TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$499,837TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$714,159TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$499,837TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$189,322ExcessRevenueOverExpensesAmt
Subtotal$689,159SubtotalAmt
Tot Net Ast Or Fund Balances EOY$689,159TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
5000 SHS NHC PUBLICALL TRADED STK$340,604$340,604
650 SHS NHI PUBLICALLY TRADED STK$47,669$47,669
3750 FB FINL CORP PUBICALLY TRADED STK$175,910$176,550-$640-$640
FieldValueIRS element (for citing)
Capital Gain Net Income-$640CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$640NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksRICHARD F LAROCHEIndividualWithBooksNm
Phone6158938490PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12103 SHANNON DRAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37129ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RICHARD F LAROCHE
2103 SHANNON DRMURFREESBOROTN37129TRUSTEE0$0
GLORIA LAROCHE
2103 SHANNON DRMURFREESBOROTN37129TRUSTEE0$0
DAVID LAROCHE
1728 WALKING DRMURFREESBOTN37130TRUSTEE0$0
ASHLEY L HEEREN
327 LAUDERDALE RDNASHVILLETN37205TRUSTEE0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$518,601AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,362AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$547,963TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$547,963AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,219CashDeemedCharitableAmt
Net Vl Noncharitable Assets$539,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,987MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,987MinimumInvestmentReturnAmt
Distributable Before Adj$26,987DistributableBeforeAdjAmt
Distributable Before Ded$26,987DistributableBeforeDedAmt
Distributable As Adjusted$26,987DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$438,268ExpensesAndContributionsAmt
Qualifying Distributions$438,268QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,987DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$296,785ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$261,449ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$450,654ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$467,504ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$305,292ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,781,684TotalExcessDistributionCyovAmt
Qualifying Distributions$438,268QualifyingDistributionsAmt
Applied To Current Year$26,987AppliedToCurrentYearAmt
Remaining Distri From Corpus$411,281RemainingDistriFromCorpusAmt
Total Corpus$2,192,965TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$296,785ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,896,180ExcessDistriCyovToNextYrAmt
Excess From Year4$261,449ExcessFromYear4Amt
Excess From Year3$450,654ExcessFromYear3Amt
Excess From Year2$467,504ExcessFromYear2Amt
Excess From Year1$305,292ExcessFromYear1Amt
Excess From Current Year$411,281ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRICHARD F LAROCHERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12103 SHANNON DRAddressLine1Txt
CityMURFREESBOROCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37129ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6153904911RecipientPhoneNum
Form And Info And MaterialsOPEN LETTER WITH A REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ELEPHANT SANCTUARY
27 E MAIN STHOHENWALDTN38462NON PRGENERAL FUND$50
TENNESSEE GREEN
1213A 16TH AVENASHVILLETN37212NON PRGENERAL FUND$11,166
UNITED WAY
P O BOX 330056MURFREESBOROTN37133NON PRGENERAL FUND$10,000
SMITHSONIAN
P O BOX 37012 MRC 712WASHINGTONDC20013NON PRGENERAL FUND$1,000
SO CUMBERLAND COMM FOUN
322 W MAIN STMONTEAGLETN37356NON PRGENERAL FUND$250
HARDING ACADEMY
170 WINDSOR DRNASHVILLETN37205NON PRGENERAL FUND$40,000
MOTE MARINE LAB
1600 KEN THOMPSON PKWYSARASOTAFL34236NON PRGENERAL FUND$125
NASHVILLE REPOR THEATRE
161 RAINS AVENASHVILLETN37203NON PRGENERAL FUND$750
MOMA
11 WEST 53 STREETNEW YORKNY10019NON PRGENERAL FUND$100
CASA OF RUTHERFORD CO
P O BOX 3135MURFREESBOROTN37133NON PRGENERAL FUND$250
CHILDRENS DISC MUSEUM
502 SE BROAD STMURFREESBOROTN37130NON PRGENERAL FUND$25,000
CHILD ADVOCACY
1040 SAMSONITE BLVDMURFREESBOROTN37129NON PRGENERAL FUND$2,250
AM MUSEUM NATIONAL HIS
200 CENTRAL PARK WESTNEW YORKNY10024NON PRGENERAL FUND$300
ISAIAH 117
P O BOX 842ELIZABETHTONTN37644NON PRGENERAL FUND$250
HAITI OUTREACH MINISTRY
P O BOX 942MATTHEWSNC28106NON PRGENERAL FUND$1,000
CHARITY CIRCLE
P O BOX 11128MURFREESBOROTN37129NON PRGENERAL FUND$3,631
AMERICAN HEART ASSOC
1818 PATTERSON STNASHVILLETN37203NON PRGENERAL FUND$2,500
MLK SCHOLARSHIP
P O BOX 331382MURFREESBOROTN37133NON PRGENERAL FUND$500
OAKLAND HISTORIC MUSUEM
P O BOX 432MURFREESBOROTN37133NON PRGENERAL FUND$1,650
DARTMOTH UNIVERSITY
6066 DEVELOPEMENT OFFICHANOVERNH03755NON PRGENERAL FUND$2,450
UNIVERSITY OF SOUTH
735 UNIVERSITY WAYSEWANEETN37383NON PRGENERAL FUND$275
BOY SCOUTS OF AMERICA
3414 HILLSBORO PKNASHVILLETN37214NON PRGENERAL FUND$2,500
LINEGAUGH LIBRARY
105 W VINE STMURFREESBOROTN37130NON PRGENERAL FUND$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$437,307TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,737ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$640ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,097ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,097TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
TED AND GLORIA LAROCHE
12103 SHANNON DRMURFREESBOROTN37129$435,943Yes (X)
LAROCHE FAMILY LTD PARTNERSHIP
22103 SHANNON DRMURFREESBOROTN37129$176,550Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11300 SHS OF NHI STOCK$95,3392021-04-30
15000 SHS NHC STOCK$340,6042021-12-31
23750 FIRST BANK STOCK$176,5502021-11-16

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSTOCKAssetDesc
Acquired2021-04AcquiredDt
How AcquiredDONATEDHowAcquiredTxt
Sold2021-04SoldDt
Gross Sales Price$47,669GrossSalesPriceAmt
Basis$47,669BasisAmt
Basis MethodDONATED VALUEBasisMethodTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSTOCKAssetDesc
Acquired2021-12AcquiredDt
How AcquiredDONATEDHowAcquiredTxt
Sold2021-12SoldDt
Gross Sales Price$340,604GrossSalesPriceAmt
Basis$340,604BasisAmt
Basis MethodDONATED VALUEBasisMethodTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSTOCKAssetDesc
Acquired2021-11AcquiredDt
How AcquiredDONATEDHowAcquiredTxt
Sold2021-11SoldDt
Gross Sales Price$175,910GrossSalesPriceAmt
Basis$176,550BasisAmt
Basis MethodDONATED VALUEBasisMethodTxt